See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,987 | $72,071+208.0% | $68,368+224.7% | $137,256+61.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 17.69% | 353.14%-335.5pp | 292.57%-274.9pp | 220.34%-202.6pp |
| Employer contribution / active EE | $15,547 | $2,788+457.7% | $2,649+486.9% | $4,156+274.1% |
| Participant deferral / active EE | $6,479 | $4,410+46.9% | $4,123+57.2% | $6,407+1.1% |
| Admin fee / account holder | $8,095 | $5,336+51.7% | $5,150+57.2% | $12,270-34.0% |